Charles "Chuck" Noriega
Flower Mound,TX
Summary
Knowledgeable Managing Director with background in leading development teams to achieve project goals and improve processes. Successfully managed cross-functional collaboration to drive product innovation and enhance operational efficiency. Demonstrated leadership and problem-solving abilities in high-pressure environments.
A nationally recognized, award wining performer in 2 different industries.
Overview
48
48
years of professional experience
1
1
Certification
Work History
Field Development Supervisor
Mutual of Omaha
08.2023 - Current
- Maximized team performance by teaching and assisting in field management. Developed new trainees into financial advisors.
- Developed and evaluated solution options to build consensus and drive quality solutions.
- Determined and implemented innovative and industry best practices using modern designs and tools.
- Maximized team performance through regular performance evaluations, constructive feedback sessions, and recognition of individual accomplishments.
Managing Director and Financial Advisor
Mutual of Omaha
07.2015 - 08.2023
- 9 and 10 months
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Increased overall company performance by implementing strategic management initiatives and streamlining operations.
- Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.
- Delivered consistent revenue growth by identifying new business opportunities and expanding service offerings.
Managing General Partner
Autowest Auto Group, Wondries Auto Group
10.1977 - 02.2015
- Increased overall partnership profitability by implementing strategic growth initiatives and streamlining operational processes.
- Gained recognition within the industry as thought leaders in their respective field due to participation in panel discussions, guest writing for reputable publications, and conducting webinars on relevant topics.
- Conducted regular financial analysis to identify areas of improvement in budgeting, forecasting, and cost management for increased profitability.
- Managed risk effectively by implementing robust risk assessment processes and making informed decisions on key investments or acquisitions.
Education
High School -
Rosemead
Rosemead, CAundefined
UCLA
Skills
- Team motivation
- Training and mentoring
- Project scheduling
- Work prioritization
- Task delegation
- Business analysis
- Innovation management
- Stakeholder management
- Performance optimization
- Teamwork
- Time management
- Problem-solving abilities
- Reliability
Certification
- Series 63
- Series 26
- Series 6
- Series 65
- Life and Health licensed 26 states.
Timeline
Field Development Supervisor
Mutual of Omaha
08.2023 - Current
Managing Director and Financial Advisor
Mutual of Omaha
07.2015 - 08.2023
Managing General Partner
Autowest Auto Group, Wondries Auto Group
10.1977 - 02.2015
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UCLA
High School -
Rosemead
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